Latest Earnings Results: Q1 '26
Estimated EPS
$6.78
Reported EPS
$7.37
Surprise
+8.74%
Estimated Rev
$5.56B
Reported Rev
$5.68B
Surprise
+2.11%
• Reported GAAP EPS of $7.37 up 27.73% YoY • Reported revenue of $5.68B up 24.33% YoY • Casey's maintains its fiscal 2027 outlook, expecting 2% to 5% inside same-store sales growth, 8% to 10% EBITDA growth, and total operating expense increases of approximately 5% to 7% for the year.
Bullish Takeaway
Casey's delivered strong financial growth with double-digit increases in diluted EPS and EBITDA, supported by expanded inside margins and a significant rise in total fuel gross profit during the quarter.
Bearish Takeaway
Casey's faced increased operating expenses driven by labor and insurance costs, a decline in fuel same-store gallons sold, and broader risks associated with distribution challenges and geopolitical disruptions in oil markets.
Generated by Stocktwits using AI and company-reported earnings data for Q1 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q2 '26 | $6.34 | -- | -- | N/A |
Q1 '26 | $6.78 | $7.37 | 8.74% | BEAT |
Q4 '25 | $3.31 | $4.37 | 32.01% | BEAT |
Q3 '25 | $3.00 | $3.49 | 16.19% | BEAT |
Q2 '25 | $5.19 | $5.53 | 6.64% | BEAT |